Southern Company shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in Southern Company
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Quarterly reported holdings in Southern Company by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $343k | 3.9k | 87.19 |
| 2025-09-30 | $372k | 3.9k | 94.76 |
| 2025-06-30 | $361k | 3.9k | 91.82 |
| 2025-03-31 | $361k | 3.9k | 91.94 |
| 2024-12-31 | $323k | 3.9k | 82.31 |
| 2024-09-30 | $370k | 4.1k | 90.17 |
| 2024-06-30 | $345k | 4.4k | 77.56 |
| 2024-03-31 | $275k | 3.8k | 71.74 |
| 2023-12-31 | $269k | 3.8k | 70.12 |
| 2023-09-30 | $255k | 3.9k | 64.72 |
| 2023-06-30 | $277k | 3.9k | 70.25 |
| 2023-03-31 | $275k | 3.9k | 69.58 |
| 2022-12-31 | $282k | 3.9k | 71.41 |
| 2022-09-30 | $268k | 3.9k | 67.90 |
| 2022-06-30 | $281k | 3.9k | 71.19 |
| 2022-03-31 | $286k | 3.9k | 72.46 |
| 2021-12-31 | $271k | 3.9k | 68.66 |
| 2021-09-30 | $253k | 4.1k | 61.86 |
| 2020-12-31 | $236k | 3.8k | 61.43 |